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Wire

Amcor's Free Cash Flow Miss Weighs on Outlook Despite EPS Beat, RBC Says

Amcor (AMCR) faces investor scrutiny after missing its fiscal Q4 free cash flow target despite delivering an earnings beat and returning to volume growth across packaging and containers, RBC Capital Markets said in a report."The outlook remains challenging and organic revenue and earnings growth is difficult," RBC said, noting that EPS guidance for the September quarter of $0.92 to $0.98 trails market expectation by 6% to 12%.Free cash flow in Q4 was $1.396 million, 15% below company guidance of $1.64 million, and net leverage remains high, the report said.RBC reduced its full-year adjusted EPS estimate to $4.05 from $4.14 and left its fiscal 2028 outlook unchanged.RBC maintained its sector-perform rating on Amcor stock and kept its price target of 58 Australian dollars ($40.94).Price: $46.38, Change: $-0.18, Percent Change: -0.39%

$AMCR
Asia Markets

Update: US Equity Futures Higher Pre-Bell as Traders Assess Inflation Report

(Updates with economic data, recent oil price movement, world markets' overview and corporate stock movements.)US equity futures were edging higher pre-bell Wednesday as traders assessed the latest national inflation report, which will be a major factor in the near-term direction of interest rates.Dow Jones Industrial Average futures were 0.3% higher, S&P 500 futures were up 0.4%, and Nasdaq futures were 0.8% higher.The conflict in the Middle East showed no signs of de-escalating as US Central Command said in a post on X that it disabled a vessel in the Gulf of Oman that was in violation of the US blockade against Iran. In the Red Sea, a small Egyptian-owned cargo vessel was attacked by suspected Iran-backed Houthi forces, causing the deaths of six people, multiple media outlets reported.Traders digested the latest round of earnings, with Amcor (AMCR) posting higher fiscal Q4 adjusted earnings and net sales.Cisco Systems (CSCO) is expected to report its fiscal Q4 earnings after the market closes. Analysts polled by FactSet expect earnings of $1.17 per share on revenue of $16.84 billion.Oil prices were higher, with front-month global benchmark North Sea Brent crude up 0.2% at $89.07 per barrel and US West Texas Intermediate crude 0.4% higher at $83.53 per barrel.The July consumer price index, released at 8:30 am ET, gained 0.1%, compared with a 0.4% decline in the previous month, and meeting expectations in a survey compiled by Bloomberg.In other world markets, Japan's Nikkei closed 0.8% higher, Hong Kong's Hang Seng ended 0.8% lower, and China's Shanghai Composite finished 0.3% higher. Meanwhile, the UK's FTSE 100 was up 0.1%, and Germany's DAX index was 0.4% higher in Europe's early afternoon session.In equities, CoreWeave (CRWV) shares were up more than 20% after the company's Q2 results surpassed market expectations. Nebius (NBIS) stock was over 16% higher after the company reported a narrower Q2 loss than analyst estimates. SK hynix (SKHY) shares were up 4.6% after a report from The Asia Business Daily that the company and Samsung Electronics are set to receive investments from Singapore sovereign wealth fund Temasek.On the losing side, Amcor stock was down 1.4% after the company posted its fiscal Q4 financial results. Performance Food Group (PFGC) stock was down 4.9% after the company's fiscal Q4 adjusted earnings and sales fell short of analysts' consensus.

Dow JonesNasdaq CompositeS&P 500$AMCR$CRWV$CSCO$NBIS$PFGC$SKHY
Japan

US Equity Futures Higher Pre-Bell as Traders Await Inflation Report

US equity futures were edging higher pre-bell Wednesday as traders looked forward to the latest national inflation report, which will be a major factor in the near-term direction of interest rates.Dow Jones Industrial Average futures were 0.2% higher, S&P 500 futures were up 0.3%, and Nasdaq futures were 0.7% higher.The conflict in the Middle East showed no signs of de-escalating, as US Central Command said in a post on X that it disabled a vessel in the Gulf of Oman that was in violation of the US blockade against Iran. In the Red Sea, a small Egyptian-owned cargo vessel was attacked by suspected Iran-backed Houthi forces, causing the deaths of six people, multiple media outlets reported.Traders digested the latest round of earnings, with Amcor (AMCR) posting higher fiscal Q4 adjusted earnings and net sales.Cisco Systems (CSCO) is expected to report its fiscal Q4 earnings after the market closes. Analysts polled by FactSet expect earnings of $1.17 per share on revenue of $16.84 billion.Oil prices were higher, with front-month global benchmark North Sea Brent crude up 0.2% at $89.06 per barrel and US West Texas Intermediate crude 0.4% higher at $83.50 per barrel.The July consumer price index, scheduled for release at 8:30 am ET, is seen gaining 0.1%, compared with a 0.4% decline in the prior month, according to estimates compiled by Bloomberg.

Dow JonesNasdaq CompositeS&P 500$AMCR$CSCO
Research

UBS Initiates Amcor at Buy With $56 Price Target

Amcor (AMCR) has an average rating of overweight and mean price target of $49.03, according to analysts polled by FactSet.

$AMCR
Research

Jefferies Downgrades Amcor to Hold From Buy, Adjusts Price Target to $44.92 From $51.36

Amcor (AMCR) has an average rating of overweight and mean price target of $49.19, according to analysts polled by FactSet.

$AMCR
Wire

Packaging, Forest Products Face Lackluster Demand, Weak Volumes, BofA Says

Packaging and forest products companies face lackluster demand and weak volumes outside beverage cans and selected specialty markets, BofA Securities analysts said in a Tuesday note.Analysts said that while inflation headwinds are expected to fade in the second half of the year, assuming a renewed ceasefire in the Middle East, foreign exchange could become an earnings risk.BofA said that beverage cans remain its preferred subsector, driven by stronger demand, improving aluminum economics, innovation, and the World Cup.Analysts said they are cautious on glass and paper, where volume weakness and potential operating-rate pressures could weigh on outlooks.BofA upgraded AptarGroup's (ATR) rating to buy from neutral, and raised its price objective to $173 from $148.It downgraded O-I Glass (OI) to underperform from buy, Greif (GEF) to underperform from neutral, and International Paper (IP) and Sylvamo (SLVM) to neutral from buy.BofA also resumed coverage of Graphic Packaging (GPK) with a neutral rating and a $12 price objective.Analysts increased the price objective on Ardagh Metal Packaging (AMBP) to $4.70 from $4; Amcor (AMCR) to $51 from $48; Avery Dennison (AVY) to $210 from $202; Ball (BALL) to $73 from $70; Crown (CCK) to $145 from $129; Karat Packaging (KRT) to $34 from $23; Silgan (SLGN) to $58 from $53; and Sonoco Products (SON) to $69 from $65.They also raised the price objective on Boise Cascade (BCC) to $81 from $80; Louisiana-Pacific (LPX) to $101 from $85; Packaging Corporation of America (PKG) to $263 from $242; and Greif to $70 from $68.BofA lowered its price objective on O-I Glass to $11 from $13, International Paper to $41 from $44, and Sylvamo to $45 from $58.Price: $128.79, Change: $+3.90, Percent Change: +3.12%

$AMBP$AMCR$ATR$AVY$BALL$BCC$CCK$GEF$IP$KRT$LPX$OI$PKG$SLGN$SLVM$SON
Research

Research Alert: CFRA Reiterates Buy Opinion On Shares Of Amcor Plc

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We retain our 12-month target of $50, valuing AMCR at an EV/EBITDA of 9.3x our FY 26 EBITDA estimate. Our FY 26 and FY 27 EPS estimates are unchanged at $4.05 and $4.45, respectively. Amcor reported resilient Q3 FY2026 results, demonstrating strong execution and accelerated synergy realization from the Berry Global acquisition amid a challenging macroeconomic environment. The company posted an adjusted EPS of $0.96, a 6% increase Y/Y, and reaffirmed its full-year adjusted EPS guidance of $3.98 to $4.03. A key theme of this quarter, in our view, was the company's proactive management of supply chain disruptions and cost inflation stemming from the Middle East conflict. While management stated it does not expect a material impact on Q4 earnings, the company has strategically increased inventory levels to ensure supply continuity for customers. This decision, however, led to a downward revision of the full-year free cash flow guidance to a range of $1.5B to $1.6B, from the previous $1.8B to $1.9B.

$AMCR
Wire

Amcor's Downgraded Fiscal 2026 EPS and FCF Guidance Appear to be 'Stretch Targets' Amid Challenging Macro, RBC Says

Amcor's (AMCR) downgraded fiscal 2026 EPS and free cash flow guidance appear to be "stretch targets" amid a challenging macro environment, RBC Capital Markets said in a Wednesday note.The company posted fiscal Q3 EPS of $0.96, which was slightly ahead of analysts' consensus and in-line with RBC's forecast, but it was boosted by lower-than-anticipated depreciation, interest, and tax expense of $43 million, according to the note.Amcor downgraded fiscal 2026 EPS guidance by 2% and free cash flow guidance by 16%, but the Morgan Stanley analysts believe the targets to be on the ambitious side as the company requires EPS growth of over 20% to reach the mid-point of the range after delivering 6% EPS growth in fiscal Q3. It also needs $1.64 billion of free cash flow after achieving an outflow of $93 million in the first nine months, the note said.The analysts said they remain "cautious" on the company due to the challenging consumer and rising raw material cost environment.RBC maintained the company's stock rating at sector perform and price target at 58 Australian dollars ($41.97).Price: $40.72, Change: $+0.51, Percent Change: +1.27%

$AMCR
Research

Research Alert: Amcr Q3: Strong Berry Integration Drives Eps Growth Amid Volume Headwinds

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:AMCR's Q3 2026 adjusted EPS of $0.96 rose 6% Y/Y and came in $0.01 above the consensus view, while sales of $5,914M (+77%) exceeded consensus by $170M. The Berry acquisition delivered transformational results one year post completion, contributing $2.4B in sales and $239M in EBIT with EBITDA margins expanding 80 bps to 15.1%. We view the sustained earnings quality improvement as demonstrating strategic value, with Global Rigid Packaging particularly strong at $2,664M sales (+187%) and margin expansion to 10.4% from 7.6%. Management updated FY 26 guidance to $3.98-$4.03 for adjusted EPS (~12% growth) but revised FCF expectations to $1.5B-$1.6B from $1.8B-$1.9B due to higher inventory levels amid geopolitical disruptions. AMCR targets $270M in full-year pre-tax synergies and reached six divestiture agreements under the portfolio optimization plan. In our view, synergy delivery exceeding expectations demonstrates resilient execution despite persistent volume headwinds affecting the broader packaging sector.

$AMCR
Wire

Amcor Expands Manufacturing Footprint in Malaysia

Amcor (AMCR) said Friday it opened an advanced healthcare packaging coating facility in Selangor, Malaysia, representing an investment of more than $35 million.The facility brings air-knife coating technology to the region for the production of coated medical paper utilized in sterile medical device packaging, the company said.Price: $39.00, Change: $-0.64, Percent Change: -1.61%

$AMCR
Wire

Morgan Stanley Adjusts Price Target on Amcor to $44 From $48, Maintains Equalweight Rating

Amcor (AMCR) has an average rating of overweight and mean price target of $51.75, according to analysts polled by FactSet.Price: $40.33, Change: $-0.27, Percent Change: -0.68%

$AMCR

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